Unclaimed Profile

Joe Alan Romkema

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.·EAST LANSING, Michigan

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 66, Series 79TO, Series 99TOPFSClean record23 years registeredHALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

3495 COOLIDGE, EAST LANSING, MI 48823CRD# 4617991Firm CRD# 124609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joe Alan Romkema · EAST LANSING, MI

Registration

CRD #4617991 · HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

Jun 2003 – Nov 2023

EAST LANSING, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 66

Series 79TO

Series 99TO

Registration record

First registered · June 4, 2003

Years registered · 23

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

CRD 124609 · SEC 801-69094

AUM

$51M

Regulatory assets under management

Employees

116 client accounts

Services offered by HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Joe Alan Romkema offer?

Joe Alan Romkema specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Joe Alan Romkema's credentials?

Joe Alan Romkema holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joe Alan Romkema located?

Joe Alan Romkema is based in EAST LANSING, Michigan, last registered with HALL & ROMKEMA FINANCIAL SERVICES, L.L.C..

How does Joe Alan Romkema charge for services?

Joe Alan Romkema's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.?

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. has approximately 6 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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